The outbreak of the new coronavirus has had a huge impact on the global nucleic acid testing market, and China is also taking active measures to respond. Following the announcement that large-scale nucleic acid testing for the new coronavirus will be implemented in Beijing, Shanghai, Shenzhen and many other places, various parts of China have announced nucleic acid testing kits and lists of reagents for the new coronavirus one after another. Meanwhile, according to the latest WHO data, the cumulative number of confirmed cases abroad has exceeded 400,000 so far. Despite the epidemic on the nucleic acid testing industry has had a considerable impact and influence, but in the recently released half-yearly report, some of the new coronavirus prevention and control of the field of high-growth company performance is gratifying: many companies in the first quarter of revenue rose 20%-40% year-on-year; net profit attributable to the mother year-on-year growth of 80%-100%, etc..
The nucleic acid detection technology of the new coronavirus is mainly divided into two categories: non-invasive (non-invasive) and invasive (invasive) two categories, of which, in the new coronavirus detection, the kit is the core, accounting for 80%. According to the data on the official website of the Health and Welfare Commission, as of May 31, 2020, the country has accumulated 1.75 million confirmed cases of new coronavirus. Among them, Wuhan has accumulated 1.42 million confirmed cases (including 410,000 cases of asymptomatic infected people). Compared with 2019, the number of new cases in Wuhan decreased by 74% [1]. Therefore the outbreak of the new crown epidemic has brought the new crown detection into the ? rush? stage.?
Neocoronavirus is a new type of virus that does not specifically infect people in the body but spreads from person to person. After infection with the new crown virus, early symptoms such as fever, cough, sputum and other symptoms, it is difficult to confirm the diagnosis through medical means, and even need to carry out viral nucleic acid testing to confirm the diagnosis. The emergence of the new crown outbreak has brought opportunities and challenges to China's new crown detection industry. The rapid spread of the new crown virus has a strong ability to spread more widely and other characteristics make China's epidemic prevention and control face serious challenges. In order to improve the efficiency and accuracy of China's epidemic prevention and control work, control the spread of the epidemic speed, the State Council Joint Prevention and Control Mechanism Comprehensive Group requires medical institutions to strengthen the nucleic acid testing of the new crown virus?
Currently, the nucleic acid testing market is dominated by foreign companies, with fewer domestic companies. Foreign giants in the field of nucleic acid testing has a wealth of scientific research experience and technical reserves, and nucleic acid testing equipment and reagents and other core technologies are developed independently. According to Illumina's official website, the nucleic acid testing business in the U.S. and Canada is mainly formed through acquisitions, technical cooperation, self-development and agency, with self-developed products accounting for a relatively high proportion. In terms of product categories, NGS and PCR kits account for more than 90% (more than 80% in the U.S.), and the rest are mainly nucleic acid extraction reagents, PCR kits, and supporting reagents.